Content tagged "FiComm Partners"



Bill Harris: We don't consider the robos our competition.

How Personal Capital plans to spend its $75 million of green to grow and become better known as the un-robo robo
Using the Denver locale as lure, the Silicon Valley RIA will bulk up on advisors, engineers and marketers

Tuesday 5.24.16
Laura Pierson: I'm anticipating some of our loyal clients may question us about this choice. It's bold and unconventional.

Monica Lewinsky is giving a keynote at Ron Carson's Peak conference
The ex-intern's message about cyberbullying, public shaming and personal branding is one advisors need to hear, according to Carson and industry advisors

Thursday 8.13.15
F. Siddley Barth: I apologize on behalf of Wall Street and hope we can smooth things over.

Hiring 'ringer', Big Four wirehouses launch joint RIA custody unit to stem breakaway broker tide as its leader delivers a reluctant 'sorry' for the 2008 financial debacle
Out of retirement, F. Siddley Barth takes reins of 'dark' effort that will gain light at upcoming Tiburon CEO Summit

Wednesday 4.1.15
Bob Reynolds: Empower was clearly the one the first time we heard it.

The second-largest 401(k) provider drops 'Great-West' for 'Empower'
The name chosen for the second-largest retirement firm hits a mark but may face the challenge of seeming jargony

Thursday 10.30.14
Bob Reynolds: We're going to run the businesses together as one company.

Bob Reynolds does 'a lot of testing' to avoid foisting his 'Great West' brand on JP Morgan and Putnam Investments clientele
The chief executive also sees upside opportunities in bringing all three divisions under one banner

Tuesday 9.9.14
Megan Carpenter: Custodian brands are not like McDonald's or Burger King.

Fidelity and TD Ameritrade show new teeth in RIA advertising -- albeit with giraffes, and children on summer porches
On the heels of Schwab's 'owning it' campaign, Fidelity aims to catch (and repaper) RIAs and TD goes for the soft belly of the industry

Wednesday 8.28.13
Walter Bettinger: There was a period late yesterday in which wait times were excessive.

Schwab CEO issues 'sincere' apology, reassures on data security and calls attacks a 'fact of life' after website goes down
Walt Bettinger also declares mea culpa surrounding long wait times for telephone service late on Tuesday

Thursday 4.25.13
Jason Lahita: This was scarier than anything I'd ever experienced, and made the 'difficulty' of the decision seem laughable.

How my experiences with RIA pioneers, and the love of my mother, inspired me to a different breakaway story
Jason Lahita had mentoring from Joe Duran, Ron Carson and Mindy Diamond but his mother's early onset dementia gave him the final nudge to take a risk

Monday 2.18.13

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